Worth Financial Advisory Group, LLC Ishares Msci Usa Quality Facto Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 27,207 shares of QUAL stock, worth $4.7 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
27,207
Previous 26,961
0.91%
Holding current value
$4.7 Million
Previous $4.43 Billion
4.85%
% of portfolio
3.05%
Previous 3.07%
Shares
7 transactions
Others Institutions Holding QUAL
# of Institutions
1,343Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$4.84 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.38 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.51 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.4 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.33 Billion0.12% of portfolio